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Jefferies Group’s Applied Industrial Technologies AIT Stock Holding History

Jefferies Group’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,100
Closed -$283K – 1631
2021
Q1 		$283K Buy
+3,100
New +$263K ﹤0.01% 1260
2020
Q1 		– Sell
-23,932
Closed -$1.6M – 2010
2019
Q4 		$1.6M Buy
23,932
+17,587
+277% +$1.08M 0.01% 1174
2019
Q3 		$360K Buy
+6,345
New +$357K ﹤0.01% 2070
2018
Q3 		– Sell
-5,017
Closed -$352K – 2358
2018
Q2 		$352K Sell
5,017
-1,036
-17% -$73.4K ﹤0.01% 1782
2018
Q1 		$441K Buy
+6,053
New +$434K ﹤0.01% 1567

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jefferies Group's AIT Position: Q2 2021 in Review

Jefferies Group sold out of Applied Industrial Technologies (AIT) in Q2 2021, closing a stake of 3,100 shares — an estimated $283K sold.

Jefferies Group first reported a position in AIT in Q1 2018 and held it in 5 quarters. The position peaked at $1.6M in Q4 2019. 243 funds tracked by Wall St. Rank hold AIT as of Q2 2021.

  • Jefferies Group reported no remaining Applied Industrial Technologies position as of Q2 2021 after selling out during the quarter.
  • Jefferies Group sold 3,100 Applied Industrial Technologies shares in Q2 2021, an estimated $283K.
  • Jefferies Group first reported a position in Applied Industrial Technologies in Q1 2018 and held it in 5 quarters.
  • Jefferies Group's Applied Industrial Technologies position peaked at $1.6M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2021.

Based on Jefferies Group's 13F filing for Q2 2021, filed 16 Aug 2021.